Infinity Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and estate planning. Additionally, they provide ongoing financial planning services for a fixed monthly fee, including plan development, implementation, and monitoring.
Assets Under Management$2.4M
Clients10
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The tiered annual fees are negotiable, pro-rated and paid in arrears on a monthly basis and are based on the average daily balance over the previous month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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